Join Sam McGee of Crestmont Private Wealth as he interviews Brandy Kinds from the Texas A&M Foundation. Discover how endowed scholarships work, the impact they have on students, and how anyone—not just the ultra-wealthy—can create a lasting legacy at Texas A&M or other universities. Brandy shares her personal journey, the process of setting up scholarships, and the importance of philanthropic giving in wealth management. The episode also honors the memory of Brian K. Robertson through a special scholarship initiative.

0:00 – Introduction Host Sam McGee introduces the show and guest Brandy Kinds from the Texas A&M Foundation.

0:31 – Meeting Brandy & Endowed Scholarships How Sam met Brandy and learned about the possibility of creating endowed scholarships

1:09 – What is an Endowed Scholarship? Brandy explains the process and flexibility of setting up an endowed scholarship at Texas A&M.

2:31 – Customizing Scholarships Discussion on how donors can tailor scholarships to support specific students or fields.

3:47 – Scholarship Criteria & Administration Clarifying that donors don’t have to handle applicant selection; the university manages the process.

5:18 – Honoring Brian K. Robertson Sam shares the story behind the Brian K. Robertson Perseverance and Belief in Doubt Scholarship.

6:51 – Brandy’s Background Brandy talks about her upbringing, education, and career path leading to the Texas A&M Foundation.

8:20 – The Role of Philanthropy in Wealth Management Why charitable giving is a key part of wealth transfer and legacy planning.

10:30 – How to Get Involved Brandy shares her contact information and encourages listeners to consider creating scholarships.

11:13 – Closing Remarks Final thoughts, gratitude, and a nod to upcoming events.

 

Original Air Date: December 27, 2025 at 8:30am as heard on Boerne Radio 103.9FM

Contact:  www.crestmontpw.com 

Alec Walker in Houston:  831-280-5288 

Sam McGee in Boerne: 830-368-2898

Join Sam McGee of Crestmont Private Wealth as he interviews Brandy Kinds from the Texas A&amp;M Foundation. Discover how endowed scholarships work, the impact they have on students, and how anyone&mdash;not just the ultra-wealthy&mdash;can create a lasting legacy at Texas A&amp;M or other universities. Brandy shares her personal journey, the process of setting up scholarships, and the importance of philanthropic giving in wealth management. The episode also honors the memory of Brian K. Robertson through a special scholarship initiative.
0:00 &ndash; Introduction Host Sam McGee introduces the show and guest Brandy Kinds from the Texas A&amp;M Foundation.
0:31 &ndash; Meeting Brandy &amp; Endowed Scholarships How Sam met Brandy and learned about the possibility of creating endowed scholarships
1:09 &ndash; What is an Endowed Scholarship? Brandy explains the process and flexibility of setting up an endowed scholarship at Texas A&amp;M.
2:31 &ndash; Customizing Scholarships Discussion on how donors can tailor scholarships to support specific students or fields.
3:47 &ndash; Scholarship Criteria &amp; Administration Clarifying that donors don&rsquo;t have to handle applicant selection; the university manages the process.
5:18 &ndash; Honoring Brian K. Robertson Sam shares the story behind the Brian K. Robertson Perseverance and Belief in Doubt Scholarship.
6:51 &ndash; Brandy&rsquo;s Background Brandy talks about her upbringing, education, and career path leading to the Texas A&amp;M Foundation.
8:20 &ndash; The Role of Philanthropy in Wealth Management Why charitable giving is a key part of wealth transfer and legacy planning.
10:30 &ndash; How to Get Involved Brandy shares her contact information and encourages listeners to consider creating scholarships.
11:13 &ndash; Closing Remarks Final thoughts, gratitude, and a nod to upcoming events.
&nbsp;
Original Air Date: December 27, 2025 at 8:30am as heard on Boerne Radio 103.9FM
Contact:&nbsp; <a href="https://www.crestmontpw.com">www.crestmontpw.com</a>&nbsp;
Alec Walker in Houston:&nbsp; 831-280-5288&nbsp;
Sam McGee in Boerne: 830-368-2898

Host:  Sam McGee, MBA, CFA

Founder/Owner of Crestmont Private Wealth.
604 S. Main St. Boerne TX 78006
(830) 368-2898
www.crestmontpw.com

Host:  Sam McGee, MBA, CFA
Founder/Owner of Crestmont Private Wealth.
<ul>
<li><a href="https://www.google.com/maps?q=604%20S.%20Main%20St.,%20Boerne,%20TX,%2078006">604 S. Main St. Boerne TX 78006</a></li>
<li><a href="tel:8303682898">(830) 368-2898</a></li>
<li><a href="http://crestmontpw.com/">www.crestmontpw.com</a></li>
</ul>

The Ascent With Crestmont Private Wealth

The Ascent with Crestmont Private Wealth 

Host: Sam McGee

Houston Office: I Riverway, Suite 470 Houston, Texas 77056

(832) 280-5288

Boerne Office: 604 South Main Boerne, Texas 78006

Office (830) 368-2898

About Sam McGee

CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER

Sam McGee is the founder and owner of Crestmont Private Wealth. As CEO, he believes that to lead well you must have a servant heart. His day-to-day role with Crestmont is to lead and learn from a group of talented professionals who have high character qualities and initiative. His vision is to steer a mission led company that changes lives through financial stewardship, engagement with clients, and fiduciary style education.

Sam has 26 years in the financial industry and is a Chartered Financial Analyst. The CFA Program is a rigorous three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, wealth planning, with an emphasis on ethics and quantitative analysis.

Sam is passionate about volunteering his time to the community. He founded the Texas Hill Country Mustang Club (501c7), is a board member for Hill Country Family Services, was appointed by the Texas Governor to the Texas Board of Professional Geoscientists, is a volunteer firefighter with the Boerne Fire Department, a trained SkyWarn Weather Spotter, and a Boerne Little League head coach, and involved with many charitable causes.

When asked what is most important to him, he said “Faith, Family, Community, & Friendships”

The Ascent with Crestmont Private Wealth 
Host: Sam McGee
Houston Office: I Riverway, Suite 470 Houston, Texas 77056
(832) 280-5288
Boerne Office: 604 South Main Boerne, Texas 78006
Office (830) 368-2898
About Sam McGee
CHIEF EXECUTIVE OFFICER &amp; CHIEF INVESTMENT OFFICER
Sam McGee is the founder and owner of Crestmont Private Wealth. As CEO, he believes that to lead well you must have a servant heart. His day-to-day role with Crestmont is to lead and learn from a group of talented professionals who have high character qualities and initiative. His vision is to steer a mission led company that changes lives through financial stewardship, engagement with clients, and fiduciary style education.
Sam has 26 years in the financial industry and is a Chartered Financial Analyst. The CFA Program is a rigorous three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, wealth planning, with an emphasis on ethics and quantitative analysis.
Sam is passionate about volunteering his time to the community. He founded the Texas Hill Country Mustang Club (501c7), is a board member for Hill Country Family Services, was appointed by the Texas Governor to the Texas Board of Professional Geoscientists, is a volunteer firefighter with the Boerne Fire Department, a trained SkyWarn Weather Spotter, and a Boerne Little League head coach, and involved with many charitable causes.
When asked what is most important to him, he said “Faith, Family, Community, &amp; Friendships”

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